-90.8%
FLX price history and return analytics
+38.6%
-129.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.6% | -11.1% | -11.6% |
| 7D | -15.3% | -0.1% | -15.2% | -15.3% |
| 30D | -20.2% | -0.7% | -19.5% | -20.1% |
| 3M | -26.1% | +4.0% | -30.1% | -26.8% |
| 6M | -30.8% | +12.3% | -43.1% | -33.0% |
| YTD | -47.8% | +14.0% | -61.8% | -49.2% |
| 1Y | -45.0% | +20.3% | -65.3% | -45.9% |
| All | -90.8% | +38.6% | -129.3% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling